Associate Financial Advisor

Wealth Enhancement Group, LLC; Elk Grove Village (IL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401k with match

18 days of paid time off annually

Paid parental leave

Job summary

Wealth Enhancement Group, LLC is seeking an Associate Financial Advisor in Elk Grove Village, Illinois to support client relationship management and assist senior advisors in meetings. Candidates should have a 4-year degree, 2+ years of wealth management experience, and strong analytical skills.

In this role, you will prepare client reviews, provide white-glove service, and participate in training programs. The position offers a salary range of $70,000 to $90,000 along with comprehensive benefits including PTO and 401k with match.

Qualifications

• Ability to prepare client reviews and assist in meetings with senior advisors.
• Experience in managing multiple projects simultaneously.
• Familiarity with advisor/client-facing technology.

Responsibilities

• Work with the financial advisory team to manage client relationships.
• Assist Financial Advisor during client meetings and follow-up.
• Prepare annual reviews and financial plans as required.

Skills

Analytical skills

Organizational skills

Communication skills

Education

4-year degree (business, finance, economics preferred)

2+ years of experience in wealth management

Advanced designation (CFP)

Job description

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future.

We have an exciting opportunity for an Associate Financial Advisor. As an AFA, you will work as part of an advisory team, and on behalf of senior advisors, to help clients achieve their financial goals as well as help the team meet objectives for sales growth and client retention, providing white‑glove service that exceeds our clients’ expectations.

The expected pay range for this Associate Financial Advisor position is $70,000 to $90,000 annually. This range may include a base salary plus variable compensation. The company in good faith believes it would pay in this range for this role at the time of posting. Actual compensation within this range will depend on your qualifications, skills, credentials, educational and professional experience, and your productivity and sales numbers.

Primary Job Functions

• Work with the financial advisory team to actively manage client relationships with excellent service
• Assist the Financial Advisor during client meetings and with follow‑up
• Take meeting notes and promptly enter into CRM
• Present financial advice or plan to client with the Financial Advisor
• Meet with client to obtain additional planning information or clarify/confirm information provided
• Analyze client’s investments, insurance policies, and financial plan
• Place trades and oversee/manage tasks completed by the client service team
• Prepare annual reviews as required by the team
• Systematize the review process utilizing the CRM system
• Gather data for client reviews and review client files for additional sales opportunities
• Create reviews utilizing the Wealth Enhancement Group review system
• Create financial plans for clients as required by the team
• Analyze a client’s financial data in light of their financial goals
• Meet or call clients to obtain any additional planning information or clarify/confirm information provided
• Prepare client information to present to the Roundtable, if required
• Work effectively and professionally with the Financial Planning department, if required
• Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and be proficient in advisor/client‑facing technology
• Adhere to the Wealth Enhancement Group’s Corporate Communication Strategy and remain in good compliance standing

Education / Qualifications

• 4‑year degree required; business, finance, economics preferred
• 2+ years of experience within the wealth management industry
• Advanced designation preferred (CFP)
• Ability to prepare client reviews and assist in meetings with senior advisors
• Excellent analytical, organizational, and communication skills (both oral & written)
• Ability to manage multiple projects at once

Comprehensive Benefits Offerings

• Medical, dental and vision coverage (available to full‑time employees and their families)
• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
• Life and AD&D insurance – employer paid and voluntary options
• Short‑term and long‑term disability, workers compensation – employer paid
• 401k with match and profit sharing
• Wellness programs and resources
• Voluntary benefits, including pet insurance
• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
• 12 paid holidays each year (10 pre‑determined and 2 floating days)
• Paid parental leave and paid caregiver leave (caregiver leave available after 6 months of tenure)
• Reimbursement for tuition, licensing, and other credentials (available after meeting service requirements)

Requirements for this position include the ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone, and use computer systems.

We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E‑Verify.